Biotech Values

[ghmm]

David,

After reading Adam's column, I am curious if your companies interest in ViRexx is because of OvaRex being an immunotherapy or is this a pick of Allen's (I believe he did the interview)?

I don't think much of ViRexx after the bad OvaRex "licensing" deal late last year and the huge dilution this year (I am long UTHR) but I think OvaRex has a chance if Placebo is anywhere below 14 months or so.

I'd be curious on your thoughts on OvaRex and in general on immunotherapies or do I need to be a subscriber for that :)?